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Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in MD

278 advisers found

EQUIP, LLC

Baltimore, MD

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

4434750456

Full profileVisit site →

TRITONPOINT CAPITAL, LLC

Chevy Chase, MD

AUM

$250.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

301-799-9001

Full profileNo website

WEALTHPLANS, LLC

Frederick, MD

AUM

$219.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

301-695-2800

Full profileNo website

ATCAP PARTNERS, LLC

Rockville, MD

AUM

$195.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

866-842-3356

Full profileNo website

META WEALTH ADVISORY

Timonium, MD

AUM

$172.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

(410) 683-9263

Full profileNo website

CLARK COMPANY

Annapolis, MD

AUM

$138.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

410-544-1641

Full profileNo website

A. J. PERRY & CO.

Towson, MD

AUM

$108.8M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

—

Fees

Percentage of AUM

410-539-1144

Full profileNo website

STANDARD PARTNERS LLC

Bethesda, MD

AUM

$108.3M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

301-656-5051

Full profileNo website

COBALT FINANCIAL PARTNERS LLC

Sykesville, MD

AUM

$98.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

410-309-4200

Full profileNo website

BASE MANAGEMENT CO

Towson, MD

AUM

$95.5M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

410-583-4828

Full profileNo website

CWM FINANCIAL GROUP, INC.

Rockville, MD

AUM

$94.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(301) 840-1188

Full profileNo website

JACQUES ADVISORS, LLC

Rockville, MD

AUM

$88.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

301-738-1303

Full profileNo website
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